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Name Holding Trade Value Shares
Change
Change in
Stake
EIG
2751
Ellenbecker Investment Group
Wisconsin
$233K +$342 +1 +0.2%
AM
2752
Atwater Malick
Pennsylvania
$233K +$220K +644 New
WF
2753
Whelan Financial
California
$233K +$9.24K +27 +4%
CWMGP
2754
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$232K +$1.37K +4 +0.6%
LWM
2755
Lakeridge Wealth Management
Ohio
$232K +$4.79K +14 +2%
FFP
2756
Forbes Financial Planning
Rhode Island
$232K -$103K -300 -47%
NFP
2757
Narus Financial Partners
Utah
$232K -$8.56K -25 -4%
PA
2758
Prairie Advisory
Kansas
$232K +$219K +640 New
GWM
2759
Glass Wealth Management
Texas
$232K
BFAG
2760
Blackston Financial Advisory Group
Florida
$231K +$3.77K +11 +2%
SPFA
2761
Summit Place Financial Advisors
New Jersey
$231K -$31.8K -93 -13%
CSI
2762
Clark & Stuart Inc
Maine
$230K
PWM
2763
Praetorian Wealth Management
California
$229K +$217K +633 New
CCP
2764
Cassia Capital Partners
North Carolina
$229K +$685 +2 +0.3%
CWM
2765
Cahaba Wealth Management
Georgia
$229K -$2.05K -6 -0.9%
CIA
2766
Cape Investment Advisory
Georgia
$228K -$14.4K -42 -6%
AFP
2767
Alpha Financial Partners
Kentucky
$228K +$15.1K +44 +7%
B
2768
Bayban
Minnesota
$228K
IIWM
2769
Investment Insight Wealth Management
New York
$228K +$342 +1 +0.2%
PEWA
2770
Pacific Excel Wealth Advisors
California
$228K +$215K +629 New
HFO
2771
Heritage Family Offices
Arizona
$228K +$215K +629 New
CFM
2772
Compass Financial Management
Florida
$228K +$212K +619 New
PIP
2773
Peachtree Investment Partners
Florida
$227K +$12.3K +36 +6%
MFA
2774
McClarren Financial Advisors
Pennsylvania
$227K +$1.71K +5 +0.8%
CSI
2775
Cross Staff Investments
New York
$227K